Wealth Planner

Successionwealth; Belfast; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Wealth Planner to join their dynamic team. This role offers the chance to provide independent financial advice to high-net-worth clients while enjoying flexible working arrangements. You will collaborate with a Regional Business Development Manager to enhance your professional network and client base. With a focus on exceptional client outcomes and a supportive work culture, this opportunity is perfect for those driven by success and personal growth. Join a company that values your professional development and well-being, offering a competitive salary and a wealth of benefits to support your career journey.

Benefits

25 days Annual leave

8% employer pension contribution

Agile working arrangements

Company sick pay

Enhanced family leave

Home office equipment allowance

Group Life Assurance Scheme

Health benefits including screenings

Support for professional exams

Charity Days

Qualifications

• Minimum 1 year experience managing clients in financial planning.
• Qualified to Level 4 in financial advice, ideally working towards Level 6.

Responsibilities

• Provide independent financial advice to high-net-worth clients.
• Develop business plans and grow a strong client base.

Skills

Financial Planning

Client Relationship Management

Regulatory Knowledge

Communication Skills

Self-discipline

Education

Level 4 Qualification in Financial Advice

Working towards Level 6 Chartered Status

Tools

Financial Software

Job description

Wealth Planner

Home based with links to any of our UK offices

Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus

Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK.

The Opportunity…

Due to growth, we now have opportunities for Wealth Planners to join our business providing independent financial advice to high-net-worth clients. If you are driven by delivering exceptional client outcomes, have a growth mindset, and thrive within a high-performance culture, we will provide you with the tools you need to reach your career goals and beyond.

You will have a high-quality client bank and will work with a Regional Business Development Manager to develop a business plan to build professional networks, gain referrals, and grow a strong and profitable client base.

We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work/life balance. You can carry out your role from home while being linked to a local office and part of a close-knit team including Paraplanners and Client Delivery specialists.

You…

To join our award-winning team, you will need to bring a highly professional, trustworthy, and client-focused approach, alongside genuine enthusiasm for relationship building and an articulate communication style.

You will also need to be:

• Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status.
• A Wealth/Financial Planner with a minimum of 1 year of experience managing your own clients.
• Experienced at delivering compliant, tailored financial advice to high-net-worth clients.
• Self-disciplined and focused with the resilience and motivation to respond positively to challenges.
• Motivated to understand and engage with Succession’s corporate objectives and cultural values.
• An effective team player and leader, recognizing the value of support teams in delivering great client outcomes.
• Knowledgeable regarding the UK regulatory system relevant to Financial Services.
• Committed to your professional development, regularly undertaking CPD and keeping up to date with industry issues.

What you can expect from us…

A highly competitive basic salary and bonus structure, annual pay reviews, and a fantastic range of benefits including:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with an 8% employer contribution.
• Agile and family-friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity, and adoption pay.
• Discounts on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays, and more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions, and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness, and Health Screening.
• Support with the cost of professional exams/study days.
• Charity Days.
• Company Events.

Our Wellbeing committee works hard to support the wellbeing of our colleagues, offering:

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving your career goals includes:

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in various topics.
• Clear career pathways and internal job opportunities.
• Access to a range of free courses via our Learning Management system.

Please note, this role is certified as required by the FCA SM&CR and is therefore subject to relevant pre-employment checks, including a criminal record check and adverse financial history check. This role is also subject to ongoing checks in line with the Succession Fit & Proper Policy.

We do not accept unsolicited CV submissions from agencies; any such will be accepted as a direct application from the candidate.